Inman Jager Wealth Management, LLC
CIK: 0002052044SEC EDGAR →
Portfolio Value
$163.3B
Holdings
81
As of
Q4 2025
New Positions
81
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 45,424 | $22.0B | 13.45% |
| 2 | ISHARES TR | 21,397 | $14.7B | 8.97% |
| 3 | SSGA ACTIVE ETF TR | 168,735 | $6.8B | 4.16% |
| 4 | VANGUARD BD INDEX FDS | 72,991 | $5.4B | 3.31% |
| 5 | SPDR SERIES TRUST | 48,831 | $5.2B | 3.19% |
| 6 | SPDR SERIES TRUST | 86,079 | $4.9B | 2.99% |
| 7 | ISHARES TR | 62,136 | $4.1B | 2.51% |
| 8 | ISHARES TR | 16,614 | $4.1B | 2.50% |
| 9 | ISHARES TR | 25,673 | $3.6B | 2.22% |
| 10 | ISHARES TR | 40,119 | $3.6B | 2.20% |
Quarterly Changes
New Positions (81)
$22.0B · 45K shares
$14.7B · 21K shares
$6.8B · 169K shares
$5.4B · 73K shares
$5.2B · 49K shares
$4.9B · 86K shares
$4.1B · 62K shares
$4.1B · 17K shares
$3.6B · 26K shares
$3.6B · 40K shares
$3.3B · 40K shares
$3.0B · 55K shares
$2.9B · 19K shares
$2.8B · 30K shares
$2.8B · 113K shares
$2.7B · 8K shares
$2.6B · 10K shares
$2.5B · 4K shares
$2.4B · 25K shares
$2.3B · 34K shares
$2.3B · 8K shares
$2.2B · 26K shares
$2.2B · 25K shares
$2.1B · 22K shares
$2.0B · 19K shares
$1.9B · 27K shares
$1.9B · 4K shares
$1.9B · 16K shares
$1.9B · 21K shares
$1.8B · 44K shares
$1.7B · 8K shares
$1.6B · 10K shares
$1.6B · 5K shares
$1.6B · 11K shares
$1.6B · 9K shares
$1.5B · 17K shares
$1.5B · 9K shares
$1.5B · 2K shares
$1.4B · 16K shares
$1.3B · 43K shares
$1.3B · 4K shares
$1.3B · 11K shares
$1.3B · 32K shares
$1.2B · 51K shares
$1.1B · 46K shares
$1.0B · 11K shares
$1.0B · 14K shares
$982.0M · 17K shares
$920.0M · 11K shares
$919.0M · 13K shares
$855.0M · 1K shares
$817.0M · 2K shares
$814.0M · 5K shares
$810.0M · 13K shares
$771.0M · 16K shares
$747.0M · 13K shares
$658.0M · 7K shares
$647.0M · 1K shares
$596.0M · 2K shares
$569.0M · 1K shares
$549.0M · 3K shares
$547.0M · 2K shares
$546.0M · 6K shares
$545.0M · 5K shares
$530.0M · 11K shares
$466.0M · 2K shares
$443.0M · 4K shares
$403.0M · 5K shares
$357.0M · 407 shares
$353.0M · 2K shares
$328.0M · 1K shares
$309.0M · 4K shares
$307.0M · 6K shares
$292.0M · 8K shares
$290.0M · 12K shares
$286.0M · 11K shares
$285.0M · 432 shares
$282.0M · 414 shares
$230.0M · 7K shares
$226.0M · 736 shares
$212.0M · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $89.0B | 54.5% |
| Technology | 9 | $31.7B | 19.4% |
| Unknown | 6 | $11.3B | 6.9% |
| Industrials | 6 | $7.2B | 4.4% |
| Healthcare | 4 | $5.2B | 3.2% |
| Energy | 3 | $5.0B | 3.1% |
| Consumer Defensive | 3 | $4.1B | 2.5% |
| Consumer Cyclical | 4 | $4.0B | 2.5% |
| Utilities | 2 | $3.7B | 2.3% |
| Basic Materials | 1 | $1.2B | 0.7% |
| Communication Services | 2 | $881.0M | 0.5% |